Sign up to save your podcasts
Or
Share Talking With Your Clients: The Origins of Elements
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Talking With Your Clients: The Origins of Elements
What do baseball cards, consistent tracking of net worth, and the question, “Am I doing OK?” have to do with the evolution of Elements?
On this episode of Elementality, Reese talks to the clients of his RIA, Dentist Advisors, about the ideas that became Elements. It’s a unique look at the origins of the innovative system that’s changing financial planning.
View all episodes
By Jordan Haines, CFP®
4.8
3434 ratings
What do baseball cards, consistent tracking of net worth, and the question, “Am I doing OK?” have to do with the evolution of Elements?
On this episode of Elementality, Reese talks to the clients of his RIA, Dentist Advisors, about the ideas that became Elements. It’s a unique look at the origins of the innovative system that’s changing financial planning.
More shows like Elementality for Financial Advisors | Elements Financial Vitals System™
View all
WSJ Your Money Briefing
1,715 Listeners
Behind The Advisor
142 Listeners
The Meb Faber Show - Better Investing
926 Listeners
Capital Ideas Podcast
273 Listeners
Animal Spirits Podcast
2,002 Listeners
Wall Street Breakfast
1,016 Listeners
The Perfect RIA
454 Listeners
The Compound and Friends
2,068 Listeners
The Long View
878 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
239 Listeners
Barron's Advisor
108 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
125 Listeners
Retirement Planning Education, with Andy Panko
749 Listeners
Only Fee-Only
15 Listeners
Advisor Marketing Made Simple
18 Listeners